Lots

Batches are used to generate multiple payslips at once and process them in a group, rather than create and process individual payslips. This method not only helps the payroll department pay employees in less time, but it also helps keep payslips organized.

Typically, a company’s payroll department creates a new batch for each salary structure, for every pay period (usually weekly, bi-weekly, or monthly). If desired, batches can be further organized by department, job position, or salary structure type.

Once a batch is made, payslips are added to the batch, then the batch is processed, and employees are paid.

View batches

To view all the batches in the database, navigate to Payroll app ‣ Payslips ‣ Batches to display all payslip batches that have been created. These payslip batches are displayed in a list view, by default.

Each batch displays the Name, the dates the batch includes (the Date From and Date To fields), its Status, the number of payslips in the batch (Payslips Count), and the Company.

Créer un nouveau lot

New batches of payslips must be created from the Payslips Batches dashboard, by navigating to Payroll app ‣ Payslips ‣ Batches. Click the New button in the top-left corner. Doing so reveals a blank payslip batch form on a separate page.

On the new payslip batch form, enter the Batch Name. This should be something short and descriptive, to keep records organized.

Example

A company pays its employees on a bi-weekly basis, and creates separate batches for their two different salary structures they use: worker pay and regular pay.

The names for their four August 2025 batches are:

• Aug 1-14 2025 - Worker

• Aug 1-14 2025 - Regular

• Aug 15-31 2025 - Worker

• Aug 15-31 2025 - Regular

Next, select the date range to which the batch applies. Click into one of the Period fields, and a calendar pop-up window appears. From this calendar pop-up window, navigate to the correct month, and click on the corresponding day for both the start and end dates of the batch.

The current company populates the Company field. If operating in a multi-company environment, it is not possible to modify the Company from the form. The batch must be created while in the database for the desired company.

Add payslips to a batch

Once a batch has been created, payslips need to be added to the batch. Payslips can either be created and added to the batch, or if they have already been created, they can be added to the batch.

Important

Batches can only have payslips added to them when they are in the New stage. Payslips can either be created by the database and added to the batch, or pre-existing payslips can be individually added to the batch.

Once either of these methods has been used, the status of the batch changes to Confirmed, and both options to add payslips no longer appears.

Générer des fiches de paie

To generate the payslips and add them to the batch, first open the batch by navigating to Payroll app ‣ Payslips ‣ Batches, and click on the desired batch. Next, click the Generate Payslips button and a Generate Payslips pop-up window loads.

This form contains three sections, and the configuration of this form determines which payslips are created. The Employees Selection section determines which employees” payslips to create. Using the drop-down menus, configure the Department, Job Position, and Salary Structure Type fields, if desired. As selections are made, the Employees section at the bottom updates to show which payslips are going to be generated.

The Payslip Generation section allows the user to pick a specific Salary Structure to create payslips for. If left blank, the default structure for each employee is used to calculate their pay.

Note

By default, Odoo lists all employees in the Employees section when generating payslips.

The list filters automatically as selections are made.

Configuration is optional unless a batch is being created excluding certain employees.

Once all the desired configurations have been made, click the Generate button, and all payslips are created and attached to the batch. Once generated, a Payslips smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch.

Once the payslips have been generated and attached to the batch, the status of the batch changes to Confirmed.

Add payslips

Instead of generating payslips, individual payslips that have already been created can be added to a batch. Start by opening the desired batch by navigating to Payroll app ‣ Payslips ‣ Batches, and clicking on the desired batch.

Next, click the Add Payslips button, and an Add Payslips form loads in a pop-up window. All available payslips that have not yet been added to a batch, appear on the list.

Note

All payslips not yet assigned to a batch appear in the list, regardless of status (Draft, Waiting, Paid, or Cancelled). This allows already processed or cancelled payslips to be grouped retroactively for reporting or record keeping purposes.

Tick the checkbox next to each desired payslip to be added, then click the Select button at the bottom. All selected payslips are added to the batch, and the status of the batch changes to Confirmed. A Payslips smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch.

Process a batch

After a batch has been created , and all required payslips have been added, the batch must then be processed, and employees paid.

Open the desired batch by navigating to Payroll app ‣ Payslips ‣ Batches, and clicking on the desired batch. For a batch to be processed, it must have a status of Confirmed. That means the batch has been created and payslips have been added to them, but the payslips have not been processed yet.

Click the Create Draft Entry button to confirm and create a draft of the individual payslips. After this occurs, the batch status changes to Done.

Note

At any time, the batch needs to be reverted back to a status of New, click the Set to Draft button. This action does not remove any payslips that have already been added to the batch, instead, the status changes back to New.

After any desired changes have been made, click Confirm and the batch status changes to Confirmed.

It is important to note, that if any payslips in the batch have a status of Paid, the batch cannot revert to a status of New.

Once the status has changed to Done, the payments must be logged in the database. Click the Create Payment Report button, and a pop-up window loads, where the payment report details are entered.

Using the drop-down menu, select the Export Format for the payment report. The two default options available are NACHA, and CSV.

The NACHA option creates a compatible ACH file which is sent to the company’s bank, and outlines all the banking information to transfer money from the company to the employees, either via direct deposit (most common) or a check. Refer to the fiscal localization document for more information.

Note

Other options may be available depending on the payroll localization installed in the database.

If CSV is selected, all other fields are hidden form view. Once this is selected, click the Generate button to create the payment report.

Next, select the desired Bank Journal the paychecks are logged on. Last, using the calendar selector, set the date the paychecks are issued in the Effective Date field.

Once the pop-up window is configured, click the Generate button, and the file appears on the batch form, in a new Payment Report field.

After the report is created, click the Mark as paid button to mark the payslips as paid in the database.